Investors / stance tracking
What Aaron Mulvihill is saying
FollowFollowingUnfollowGlobal alternatives strategist, J.P. Morgan Asset Management
3 dated public stances tracked since 2026-09-30, most recently 2026-10-22. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Aaron Mulvihill's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Aaron Mulvihill is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| MULTIFAMILY REAL ESTATE | 1 | 1 bullish | 2026-09-30 | |
| Private Credit | 1 | 1 bullish | 2026-09-30 | |
| UTILITIES / POWER COMPANIES | 1 | 1 bullish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-22
UTILITIES / POWER COMPANIES
bullish
Gene Munster (newest) · video
Electricity companies powering data centers offer diversified AI infrastructure exposure while retaining non-AI residential and commercial revenue streams, making them a better portfolio diversifier than pure-play data center funds
Tech Selloff Deepens as AI Spending Worries Investors
2026-09-30
MULTIFAMILY REAL ESTATE
bullish
Bloomberg The Close · video
Multifamily real estate offers income-focused investors a way to gain real-asset yield and diversify away from concentrated AI-technology risk while benefiting from the same structural affordability constraints on homeownership that Lauren Hochfelder also…
“we like multifamily real estate”
September Market Recap & Micron’s AI Boom
2026-09-30
Private Credit
bullish
Bloomberg The Close · video
Private credit is one area within alternatives that directly benefits from higher rates because floating-rate coupon payments reset upward, turning the rate environment into a tailwind for investors rather than a headwind — though selectivity is required…
“private credit... coupon payments reset higher”
September Market Recap & Micron’s AI Boom
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